Cornerstone Wealth Management LLC Has $5.34 Million Holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Cornerstone Wealth Management LLC lessened its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 0.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 128,266 shares of the company’s stock after selling 1,015 shares during the quarter. Cornerstone Wealth Management LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $5,337,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Farther Finance Advisors LLC acquired a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF in the third quarter valued at approximately $27,000. Private Trust Co. NA boosted its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 73.0% in the third quarter. Private Trust Co. NA now owns 995 shares of the company’s stock valued at $41,000 after buying an additional 420 shares during the period. Oak Harbor Wealth Partners LLC bought a new stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF in the third quarter worth $57,000. Decker Retirement Planning Inc. bought a new stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF in the fourth quarter worth $61,000. Finally, Blue Trust Inc. bought a new stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF in the third quarter worth $68,000.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Up 0.3 %

Shares of PRFZ stock opened at $43.10 on Friday. The company’s fifty day simple moving average is $43.12 and its 200-day simple moving average is $41.66. The firm has a market cap of $2.64 billion, a PE ratio of 2.78 and a beta of 1.17. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 12 month low of $35.71 and a 12 month high of $45.80.

Invesco FTSE RAFI US 1500 Small-Mid ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Friday, December 27th. Stockholders of record on Monday, December 23rd were given a $0.2305 dividend. The ex-dividend date was Monday, December 23rd.

Invesco FTSE RAFI US 1500 Small-Mid ETF Profile

The Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) is an exchange-traded fund that is based on the FTSE RAFI US 1500 index. The fund tracks a fundamentally-weighted index of 1,500 small- and mid-cap companies in the US that are selected using fundamental metrics. PRFZ was launched on Sep 20, 2006 and is managed by Invesco.